Position in TREE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,636,430
+$3,422,030 QoQ
Shares Held
82,105
+1542.1% QoQ
Ownership
0.585%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TREE Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026BRIDGEWAY CAPITAL MANAGEMENT, LLC holds $4,025,487 across 3 Insurance Brokers names. TREE ranks #1 (90.3% of the industry book) .
All Filings in TREE
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,636,430 | 82,105 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $214,400 | 5,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $265,450 | 5,000 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $323,650 | 5,000 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $607,873 | 16,398 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $832,973 | 16,570 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,159,773 | 107,349 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $9,346,776 | 161,068 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $8,177,675 | 196,626 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $9,028,412 | 213,236 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $4,446,761 | 146,661 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $408,657 | 26,365 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||